McClintock Growth Equity Portfolio Review: 14 August 2023

Creative Hot Air Balloon

With available cash close to zero and no major changes in the equities market, this review of the McClintock will be short and simple.  As readers can see from the first screenshot below, the McClintock is designed to closely mirror the S&P 500.

McClintock Security Recommendations

The current recommendation, based on the BHS investing model and “default” look-back periods, is to hold on to U.S. Equities shares and do nothing else.  If additional cash were available, I would add to the existing BIL position.

Note that the current recommendation is based on 8/11/2023 prices.  The market is mixed this morning so these prices are still applicable.

McClintock Performance Data

The McClintock is in a race with the SPY benchmark while outperforming the other potential benchmarks such as VTI, VT, AOA, AOR, and ESGV.  Once more, it is very difficult to outperform the S&P 500.

McClintock Risk Ratios

While the Jensen Alpha continues to trend downward, the August value is the highest its been since last February.  Based on the investment quiver for the McClintock one can expect the Jensen and Information Ratios to hover near the zero mark.

Tweaking Sector BPI Plus Model: 20 May 2023

The Einstein portfolio is up for review tomorrow.